Nvest Financial, LLC JUNT — AIM ETF PRODUCTS TRUST

Ownership history in Nvest Financial, LLC  ·  8 quarters on record

AI Ownership Summary

Nvest Financial, LLC reported AIM ETF PRODUCTS TRUST (JUNT) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.35% in 2024 Q3. The latest visible filing shows JUNT at 0.25% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JUNT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Nvest Financial, LLC's position in AIM ETF PRODUCTS TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

JUNT was reported at 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.35% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JUNT stock page Nvest Financial, LLC fund profile Nvest Financial, LLC full holdings
How Nvest Financial, LLC held JUNT — position size vs. price
% of Fund (quarterly)    JUNT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 18,452 -744 -3.9% 0.25% $663K 2026-04-28 $37.57
2025 Q4 ADDED — — — 19,196 +3,897 +25.5% 0.29% $698K 2026-02-10 $36.71
2025 Q3 REDUCED 20.3% +2.4% ❌ 15,299 -3,897 -20.3% 0.31% $544K 2025-11-13 $35.64
2025 Q2 ADDED — — — 19,196 +994 +5.5% 0.34% $654K 2025-07-28 $34.63
2025 Q1 REDUCED — — — 18,202 -509 -2.7% 0.31% $575K 2025-04-23 $30.58
2024 Q4 REDUCED — — — 18,711 -391 -2.0% 0.31% $605K 2025-01-23 $33.01
2024 Q3 ADDED — — — 19,102 +860 +4.7% 0.35% $605K 2024-10-09 $31.74
2024 Q2 INITIATED — — — 18,242 — — 0.34% $556K 2024-07-19 $30.57

🏢 Other funds also holding JUNT

As of 2026 Q1 — sorted by position size

Avise Financial Cooperative, Inc. 0.42% Barnes Dennig Private Wealth Management LLC 0.08% Focus Financial Network, Inc. 0.01% NBC SECURITIES, INC. 0.0% Spire Wealth Management 3Y 0.0% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.0% AdvisorNet Financial, Inc 3Y 7Y 0.0% IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About Nvest Financial, LLC and JUNT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Nvest Financial, LLC reported owning JUNT?

Nvest Financial, LLC reported JUNT across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported JUNT position in Nvest Financial, LLC's portfolio?

The largest reported portfolio weight for JUNT was 0.35% in 2024 Q3.

What is the latest reported JUNT position on this page?

The most recent filing on this page is 2026 Q1, when Nvest Financial, LLC reported 18,452 shares, equal to 0.25% of portfolio, with an estimated market value of $663K.

What does the chart on this JUNT ownership page compare?

The chart compares Nvest Financial, LLC's quarterly JUNT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Nvest Financial, LLC time their JUNT position?

Based on 13F filing dates vs. subsequent JUNT price moves, Nvest Financial, LLC correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on JUNT relative to SPY over the holding period was -4.3%.

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